Eric Fitzgerald (CFP®)
Eric Fitzgerald focuses in the
following client markets or areas of practice:
- AUM
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- AUM
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
We help individuals manage and preserve their assets through sound investment management and financial planning advice. As a "fee only" planner our only compensation comes directly from our clients and not through the sale of products assuring them that all recommendations are unbiased. In addition, as a Registered Investment Advisor we are held to a Fiduciary Standard, so we must keep all clients interests first.
NAPFA Start Date
October 01, 2018